In 2026, the memory chip industry ushered in a round of concentrated price increases, and the performance of leading companies exploded collectively. The reporter's research found that the current boom cycle does not resonate with demand in all categories. AI computing power continues to siphon advanced production capacity, making the supply and demand for HBM high-end storage continue to be tight, and the structural characteristics of the industry are highlighted. Interviewed experts believe that as the pace of price increases gradually slows down, the segmented racetrack market may continue to be interpreted, and the AI-driven storage supercycle is entering a new stage of development.

Zhitongcaijing · 1d ago
In 2026, the memory chip industry ushered in a round of concentrated price increases, and the performance of leading companies exploded collectively. The reporter's research found that the current boom cycle does not resonate with demand in all categories. AI computing power continues to siphon advanced production capacity, making the supply and demand for HBM high-end storage continue to be tight, and the structural characteristics of the industry are highlighted. Interviewed experts believe that as the pace of price increases gradually slows down, the segmented racetrack market may continue to be interpreted, and the AI-driven storage supercycle is entering a new stage of development.